Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,174 | $30,437-30.4% | $56,033-62.2% | $74,459-71.6% |
| Participation rate | 28.0% | 32.9%-4.9pp | 52.5%-24.5pp | 67.2%-39.2pp |
| Annual return | 10.26% | 24.96%-14.7pp | 1711.38%-1701.1pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $589 | $610-3.5% | $1,041-43.5% | $2,626-77.6% |
| Participant deferral / active EE | $1,090 | $1,176-7.3% | $1,954-44.2% | $4,350-74.9% |
| Admin fee / account holder | $4,057 | $2,363+71.7% | $2,827+43.5% | $1,945+108.6% |